ID INSIGHTS

 
ClickUp Automations - Super Power your CRM Apr 21, 2023

ClickUp automations are super powerful and really easy to use. Check out how I use some simple automations to super power my CRM.

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How to Use ClickUp Templates to Automate your SOPs Apr 07, 2023

Take your SOPs to the next level with ClickUp Templates. Add dependencies and additional attributes to your SOPs so that you can actually use them!

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Quickbooks for Real Estate - Why your Balance Sheet is Off Mar 15, 2023

The most common question my REAB students ask is: "Why is my balance sheet by class off". Check out this video where I show you why your balance sheet doesn't look quite right

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Utilizing Asana for your Virtual Assistant - Part 3 Mar 02, 2023

Unleash the power of Asana with the Timeline, Custom Fields and Project Templates

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Utilizing Asana for your Virtual Assistant - Part 2 Feb 16, 2023

Continuing our discussion on using Asana with your VA, in this video I demonstrate the power of Projects to organize and templatize your work

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